VC

Veery Capital Portfolio holdings

AUM $317M
1-Year Est. Return 14.15%
This Quarter Est. Return
1 Year Est. Return
+14.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$590K
3
+$579K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$440K
5
BND icon
Vanguard Total Bond Market
BND
+$377K

Top Sells

1
+$209K
2
+$79.4K
3
+$70.2K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$24K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$23.9K

Sector Composition

1 Technology 2.61%
2 Healthcare 1.87%
3 Financials 1.59%
4 Communication Services 0.8%
5 Consumer Staples 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.69%
7,592
-149
27
$1.2M 0.68%
22,815
+2,101
28
$1.15M 0.65%
4,091
-249
29
$1.15M 0.65%
10,692
+296
30
$1.11M 0.63%
10,892
+339
31
$1.04M 0.59%
7,324
+247
32
$1.03M 0.58%
2,603
+12
33
$956K 0.54%
5,820
+40
34
$876K 0.5%
1,522
+1
35
$792K 0.45%
5,940
-180
36
$758K 0.43%
2,580
-1
37
$710K 0.4%
9,661
+138
38
$662K 0.38%
7,236
+163
39
$646K 0.37%
2,484
+26
40
$583K 0.33%
4,268
41
$559K 0.32%
21,834
42
$497K 0.28%
2,562
+45
43
$494K 0.28%
1,831
-3
44
$478K 0.27%
6,148
45
$469K 0.27%
4,564
46
$464K 0.26%
1,335
+1
47
$460K 0.26%
1,697
+366
48
$437K 0.25%
17,290
+53
49
$436K 0.25%
1,317
+3
50
$429K 0.24%
795
-1
1
2
3 4